David Christopher Ortiz

1.) Financial Chef-Investment Related-conducted at 20120 West Dixie Highway, Suite 21101 Miami, FL 33180. The nature of business-DBA for financial rep. my position-owner-the duties-financial rep. start date 2010, was the start of the relationship with the other business and 40 hours per week hours are devoted to the other business per week and 160 securities hours per month of hours are devoted to the other business during securities trading hours per month. 2.) Fixed Insurance-non investment related-conducted at 20120 West Dixie Highway, Suite 21101 Miami, FL 33180. The nature of business fixed insurance sales. my position- agent, my duties sales of fixed insurance. 1996, was the start of the relationship 40 hours devoted per month and securities 4 hours per week during securities trading hours. 3.) Financial Chef Asset Management LLC, Investment Related-conducted at 20120 West Dixie Highway, Suite 21101 Miami, FL 33180. The nature of business-Managing member and IAR-my position-owner, my duties managing member and IAR. Jan 2014, was the start of the relationship with the other business and 160 devoted to OBA per month and securities 40 hours per week devoted. 4) CPE Delivery, Non-Investment Related, Conducted from 20120 West Dixie Highway, Suite 21101 Miami, FL 33180. The nature of the Outside Business Activity (OBA) is Education, my position in the organization is Instructor, the duties of this position are providing a course that meets the requirements of CPA CPE credit in Florida. Nov 2015 is the start of the relationship with the other business and 2.5 hours are devoted to the other business per week and 1 hour is devoted to the other business during securities trading hours per month. 5) Uber Partner, Non-Investment Related, Conducted from 20120 West Dixie Highway, Suite 21101 Miami, FL 33180. The nature of the Outside Business Activity (OBA) is Driver, my position in the organization is Driving Uber Pool, the duties of this position are drive for Uber during rush hour and weekends. Dec 2015 is the start of the relationship with the other business and 5 hours are devoted to the other business per week and 0 hours are devoted to the other business during securities trading hours per month. 6) Affiliate Program for BombBomb, Non-Investment Related, Conducted from 20120 West Dixie Highway, Suite 21101 Miami, FL 33180. The nature of the Outside Business Activity (OBA) is referral program for software, my position in the organization is owner, the duties of this position are referring users ro software service in return for a 15% commission. 08/2016 is the start of the relationship with the other business and 2-5 hours are devoted to the other business per week and 0 hours are devoted to the other business during securities trading hours per month. 7) 401k Advice Instruction, Non-Investment Related, Conducted from 20120 West Dixie Highway, Suite 21101 Miami, FL 33180. The nature of the Outside Business Activity (OBA) is webinar, my position in the organization is instructor, the duties of this position are instructor for webinar teaching FA how to manage individual 401k accounts for a fee. 12/2016 is the start of the relationship with the other business and 2 hours are devoted to the other business per week and 0 hours are devoted to the other business during securities trading hours per month.